Description We are on the lookout for a diligent Advisor Associate to be a part of our team in Los Angeles, California. As an Advisor Associate, your primary function will be to support the Lead Advisor by managing client relations and performing in-depth financial research to provide solutions. You will also be expected to prepare for client meetings, follow up on action items, and contribute to improving our internal systems.

Responsibilities:

• Facilitate effective client retention and education strategies

• Conduct comprehensive research to understand and explain complexities in client financial situations

• Develop a range of solutions to address client needs and unique circumstances

• Collaborate with all teams to optimize tech/reporting tools for client benefit

• Undertake administrative duties as necessary, including preparing agendas for client meetings and ensuring follow-ups

• Strive for continuous learning in all facets of finance with the view to progress to a Lead Advisor role

• Focus on problem-solving and providing a superior client experience

• Maintain client credit records and process credit applications accurately

• Monitor customer accounts and take appropriate action

• Use CRM, Epic Software, 3M, ADP - Financial Services, and other skills to enhance customer service and client relations. Requirements • Minimum of 3 years' experience in a similar role or field

• Proficiency in 3M

• Experience with ADP - Financial Services

• Knowledge of creating and managing Banner Ads

• Familiarity with CRM systems

• Proficient in using Epic Software

• Ability to perform Benefit Functions

• Strong skills in Client Relations

• Knowledge of Credit processing

• Excellent Customer Service skills

• Experience in Equity Investment

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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